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Returnable DC Out

Prerequisites​

Before creating a Returnable DC Out, it is important to ensure that all relevant master data is accurate and up-to-date. Below is a checklist:

  1. Supplier Master
    Ensure that the supplier's name, contact details, and address are current. This helps in selecting the correct supplier for the DC.

  2. Organisation
    Ensure that the organisation address components are updated, especially for selecting the correct delivery or pickup address.

  3. Organisation - Address Sub-tab
    Update the Part-Price, HS-Code, and other relevant sub-tabs under part components to prevent issues during DC generation.

Keeping these records accurate ensures a smooth, error-free Returnable DC Out process.

Additional Information​

  1. Supplier Information
  • Include the supplier’s name, contact details, and address.
  1. Customer Information
  • Provide the customer’s name and address.
  1. Organisation Address Sub-tab
  • Ensure the organisation’s delivery address is accurate and current.
  1. Communication
  • Inform relevant stakeholders about any updates or changes to the order.
  • Verifying this information minimizes errors and miscommunication, while also maintaining proper records for future reference.

1.1 Add Returnable DC Out​

Step-by-Step Guide

Step 1: Navigate to the Returnable DC Out Section

From the main side menu:

  • Click Purchase → Operations → Returnable DC Out
    This will open the Returnable DC Out Search page.

Step 2: Click on "Add Returnable DC Out"

  • On the top right, click Add Returnable DC Out to begin the process.

Step 3: Fill in the Required Details

A form will open. Complete the following:

  • Party Type (Mandatory):
    Dropdown to select either Customer or Supplier.

    info

    • If Customer is selected, two dropdowns appear:

      • Customer: Choose from existing customers.(Mandatory)
      • Plant: Options populated based on selected customer.(Mandatory)

    • If Supplier is selected, only the Supplier dropdown is shown.(Mandatory)

  • Returnable DC Out Number (Mandatory):
    Auto-generated. Prefixes are configurable in Organisation Details.

  • Returnable DC Date (Mandatory):
    Defaults to the current date. Editable if required.

  • E-Way Bill Date (Mandatory):
    Defaults to the current date. Editable if required.

  • Vehicle Number (Mandatory):
    Enter the vehicle registration number used for transportation.

  • Payment Terms (Optional):
    Select from dropdown. You must first configure this in the Supplier screen.

  • E-Way Bill Number (Mandatory):
    Enter the relevant e-way bill number.

  • Billing Address (Mandatory):
    Select from the dropdown (based on customer/supplier).

  • Delivery Address (Dropdown):
    Select the delivery address (based on customer/supplier).

  • Pickup Location (Mandatory):
    Select the pickup location configured for the organisation.

  • DC Notes (Optional):
    Enter any notes related to the Returnable DC.

  • Remarks (Optional):
    Enter additional remarks if needed.

  • Organisation Delivery Address (Dropdown):
    Select from available delivery addresses configured for your organisation.

note
  • Double-check all mandatory fields and dropdown selections.
  • CGST, SGST, and IGST fields are optional.
  • Supporting documentation can be uploaded after form entry.
  • Ensure all mandatory fields (marked with *) are filled before adding a line item.

Add Returnable DC Out Line Item(s):

Below the Remarks section:

  • Type (Mandatory): Select the type from the dropdown.
  • Product (Mandatory): Products will appear based on selected type.
  • Quantity (Mandatory): Enter the item quantity.
  • Unit (Mandatory): Select the unit of measurement.
  • Price (Mandatory): Enter the unit price.
  • Click Add
  • Click Submit

Submission of Returnable DC Out​

  • On submission, the entry is saved and the screen enters edit mode.
  • Click Cancel to return to the Search page.
  • Click Clear to reset the form.

1.2 Search Returnable DC Out​

Step-by-Step Guide

Step 1: Search Filters

You can filter using the following fields:

  • Party Type: Select Customer or Supplier.
  • Customer: If Customer is selected, choose the customer.
  • Plant: Choose the plant (filtered by customer).
  • Supplier: If Supplier is selected, choose the supplier.
  • Returnable DC Out Number: Enter the DC number to search.
  • From Date and To Date: Define the search period.
  • Click Search.

Step 2: View Results

Search results include:

  • Part Type
  • Customer + Plant(if party type- Customer)
  • Supplier(if party type- Supplier)
  • Returnable DC Out Number
  • Vehicle Number
  • View/Edit options [Refer 1.3]
  • Generate PDF [Refer 1.4]
  • Generate JSON [Refer 1.5]
  • Status (i.e., Placed, Received or partially received)

1.3 Edit Returnable DC Out​

Step-by-Step Guide

Step 1: Locate the DC
Use the search filters described in 1.2.

Step 2: Edit Details

  • Click View/Edit next to the DC.
  • Update any editable field.

Step 3: Submit or Cancel

  • Click Submit to save changes.
  • Click Cancel DC to cancel the entry.
  • Click Cancel to return to the Search page without making changes.

1.4 Generate Returnable DC Out (PDF)​

  • Click the Generate Returnable DC Out button to download a PDF including:
    • DC Number
    • Organisation & Supplier/Customer Address
    • Product details and total amount

1.5 Generate E-Way Bill JSON​

  • Click the Generate E-Way Bill JSON button to export DC details in JSON format.

That's it! You've learned how to Add, Search, Edit, Generate PDF, and Generate JSON for a Returnable DC Out using the DMeX application.
If you need further assistance, please contact the support team.